Transaction Advisory

Business transactions involve important financial, operational, legal and strategic considerations. Before proceeding with a proposed transaction, organisations need to evaluate underlying assumptions, review relevant information and understand the implications of the proposed structure.

ATMS & CO LLP provides professional Transaction Advisory Services to support businesses in evaluating transaction-related decisions. The firm’s services include validating financial, operational and strategic business assumptions, conducting legal and financial due diligence, and assisting with tax-efficient transaction structuring.

The approach focuses on helping businesses assess relevant transaction considerations and make informed decisions based on the nature and requirements of the proposed transaction.

Transaction Advisory Services

01 Validation of Business Assumptions

Business transactions are often based on assumptions about financial performance, operational capabilities and future business objectives. Evaluating these assumptions is important before making significant commitments.

The firm’s Financial and Operational Assessment support focuses on reviewing the assumptions underlying a proposed transaction, including their relevance to the organisation’s financial and strategic objectives.

02 Legal and Financial Due Diligence

Due diligence is an important part of evaluating the financial and legal aspects of a proposed business transaction.

Financial Due Diligence Services involve reviewing relevant financial information to assess matters that may influence the transaction decision.

Legal and Financial Due Diligence also considers applicable legal aspects of the proposed transaction, helping businesses understand relevant obligations and potential areas of concern.

03 Transaction Structuring Advisory Services

Transaction Structuring Advisory Services focus on evaluating suitable transaction arrangements with consideration for applicable tax requirements and the objectives of the proposed transaction.

Tax-Efficient Transaction Structuring involves assessing relevant tax implications when considering how a transaction should be organised.

04 Business Transaction Advisory Support

Business Transaction Advisory Services help organisations evaluate financial, operational and strategic considerations before making important business commitments.

Our advisory support focuses on reviewing transaction-related information, identifying matters requiring further assessment and helping management make informed business decisions.

Business Transaction Advisory for Informed Decisions

A proposed transaction requires more than reviewing its immediate financial terms. Management must also consider the assumptions supporting the transaction, relevant financial and legal findings, and the implications of the proposed structure.

Business Transaction Advisory Services help organisations evaluate these considerations before making significant commitments.

The advisory scope may vary depending on the nature of the transaction, the information available and the specific matters requiring professional review.

Where a proposed transaction involves broader business planning or financial performance considerations, Business Consultancy Services provide related support with feasibility analysis, profitability and management decision-making.

For transaction-related tax matters requiring further attention, Taxation & Company Law addresses relevant taxation and compliance requirements.

Frequently Asked Questions

Transaction advisory support is relevant when a business needs to evaluate a proposed transaction's financial, operational, legal or structural implications. Seeking advice before making significant commitments can help management assess relevant information and identify matters requiring further review.

Financial and operational assumptions can influence how management evaluates a transaction. Reviewing these assumptions helps determine whether the underlying information supports the proposed business decision and whether additional assessment is necessary.

Financial due diligence examines relevant financial information and transaction-related financial considerations. Legal due diligence focuses on applicable legal matters and obligations. Both contribute to a broader understanding of the proposed transaction.

Different transaction arrangements may result in different tax consequences. Reviewing the proposed structure helps businesses understand relevant taxation considerations and evaluate arrangements within the applicable legal framework.

The information required depends on the nature of the proposed transaction. It may include relevant financial statements, business information, transaction assumptions, legal documentation and details of the proposed arrangement. Specific requirements are determined by the agreed advisory scope.

Evaluate Business Transactions with Professional Guidance

Important business transactions require careful assessment of financial assumptions, due diligence findings and structuring considerations.

ATMS & CO LLP provides professional transaction advisory support to help businesses evaluate these matters and approach transaction decisions with greater clarity.

Discuss your proposed transaction and the financial, legal or structuring considerations that require professional review.